Automated Sales Follow-Up: Follow-Ups That Happen Without You Remembering
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Quick answerHow it works in practiceWhat changesBefore and afterGetting startedWhere it stopsWhat to Automate and What Not ToLegal BasicsA Simple SequenceWhere Crittiks Fits, and Where It Doesn’tTest It Against Your Own WorkRelated ReadingFrequently Asked QuestionsThe system reminds you before the deal goes cold.
Explore the plans: see Crittiks pricing or try the savings calculator on the pricing page.
How it works in practice
- Set a next step on every deal.
- Use tasks with due dates.
- Use email sequences where appropriate.
- Respect unsubscribe requests.
- Review stalled deals.
What changes
Fewer dropped balls.
Before and after
| Before | After | |
|---|---|---|
| Next step | In your head | On the deal |
| Reminders | Calendar | Tasks |
| Sequences | Manual emails | Email sequences |
| Review | Never | Weekly |
Getting started
- Define your follow-up intervals.
- Create task templates.
- Check consent and unsubscribe handling.
- Review stalled deals weekly.
Where it stops
You’re responsible for complying with anti-spam laws (Spam Act in Australia, CAN-SPAM in the US).
What to Automate and What Not To
Automate the reminders and the routine nudges: a confirmation after sending a quote, a check-in after a few days, a prompt for the owner to call. Don’t automate the judgement: whether to discount, push or let a deal go. Automation works best as a prompt for a person, not a replacement.
Legal Basics
Australia’s Spam Act 2003 generally requires consent (express, or inferred in limited circumstances), accurate sender identification and a functional unsubscribe facility, honoured within 5 working days, for commercial electronic messages. Some messages are exempt. The US CAN-SPAM Act takes an opt-out approach: it requires accurate headers and subject lines, a valid physical postal address and a clear opt-out that you honour within 10 business days, and it applies to business-to-business email too. Some other regions require opt-in consent. Exceptions and details apply, so check the rules where your recipients are. This is general information, not legal advice.
A Simple Sequence
- Confirmation the day you send a quote.
- A useful follow-up after two to three working days.
- An offer of a call after a week.
- A polite closing note after two weeks.
Stop the sequence when the client replies.
Where Crittiks Fits, and Where It Doesn’t
Crittiks is an operating system for small service businesses: Sales, Projects, Communications, Finance, Admin and AI on one client record, with a client portal and two-way Xero and QuickBooks sync. Pro is $99.95 a month for up to 8 seats; Platinum is $139.95 for up to 15, and annual billing saves 20%. It does not provide dispatch, inventory, payroll or a general ledger, and Crittiks Marketing has not launched. If automated sales follow up is mainly about one of those, a specialist tool may serve you better.
Test It Against Your Own Work
Reading about automated sales follow up only goes so far. The Crittiks 14-day trial needs a card to start but charges nothing during the trial. Use it on one live client: create the record, send a quote, attach the contract, set up the project and raise an invoice. Note every moment you reach for another tool. Those moments tell you whether a single workspace fits how you work, and what you would still keep outside it.
Related Reading
- Crittiks pricing
- Platform overview
- Who Crittiks is for
- How to Get Client Approvals Faster
- How to Quote Jobs On Site: No More Phone Call Back to the Office
- Quote to Invoice Workflow
Frequently Asked Questions
Can I send sequences?
Yes, email sequences are supported.
Do I need consent?
In Australia, generally yes (or an applicable exemption). In the US, CAN-SPAM is opt-out rather than opt-in. Check the law where your recipients are; this is general information, not legal advice.
Is unsubscribe handled?
Tools help; compliance is yours.
Can I pause?
Yes.
Do I need consent to send follow-up emails to prospects?
Often yes, or an applicable exception. The rules differ by country, so check the law where your recipients are.
Is there a free trial of Crittiks?
Yes. New workspaces get a 14-day trial. A card is required to start, but nothing is charged during the 14 days, and you see the exact plan and first charge date before your card is used.
Pricing note: Crittiks Pro is $99.95/month (8 seats included), Platinum is $139.95/month (15 seats included) and Diamond is $179.95/month (30 seats included); annual billing saves 20%. Enterprise is custom. Every tier includes all six suites; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
Crittiks pricing: Pro $99.95/mo (8 seats included), Platinum $139.95/mo (15 seats included), Diamond $179.95/mo (30 seats included), Enterprise custom; annual billing saves 20%. All six suites are included in every tier; tiers differ by capacity (seats, mailboxes, AI credits), not features. New workspaces start with a 14-day trial (card required, nothing charged during the trial). Confirm current pricing at crittiks.com/pricing.
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Run one real client through sales, projects, signing and invoicing before you decide.
